Latest Institutional Purchases of Ishares Tr Msci Eafe Small Cap (SCZ)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe Small Cap (SCZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$56.7K - $69.9K
|
1.17K
$70.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
546New |
$26.4K - $32.5K
|
546
$32.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
514+ 4672.73% |
$24.8K - $30.6K
|
525
$31.6K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
319+ 191.02% |
$15.4K - $19K
|
486
$29.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
178New |
$8.6K - $10.6K
|
178
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159New |
$7.68K - $9.47K
|
159
$9.56K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
134New |
$6.47K - $7.98K
|
134
$8.06K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
131+ 0.75% |
$6.33K - $7.8K
|
17.7K
$1.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
54New |
$2.61K - $3.22K
|
54
$3.25K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
50+ 0.42% |
$2.42K - $2.98K
|
12K
$721K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25+ 20.83% |
$1.21K - $1.49K
|
145
$8.72K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
11New |
$531 - $655
|
11
$661
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
3New |
$145 - $179
|
3
$180
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
550KNew |
$29.9M - $37.1M
|
550K
$33.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
24.9KNew |
$1.35M - $1.68M
|
24.9K
$1.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.9K+ 600.44% |
$970K - $1.2M
|
20.9K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
10.6K+ 59.82% |
$577K - $716K
|
28.4K
$1.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.7KNew |
$472K - $586K
|
8.7K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.8KNew |
$423K - $526K
|
7.8K
$469K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$372K - $462K
|
6.86K
$412K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.68KNew |
$363K - $450K
|
6.68K
$402K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.38KNew |
$346K - $430K
|
6.38K
$384K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.7KNew |
$201K - $249K
|
3.7K
$223K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.45KNew |
$133K - $165K
|
2.45K
$147K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.97K+ 6.74% |
$107K - $133K
|
31.2K
$1.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.85K+ 58.31% |
$100K - $124K
|
5.01K
$301K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1.83K+ 0.93% |
$99.5K - $124K
|
200K
$12M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06KNew |
$57.5K - $71.4K
|
1.06K
$63.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
896New |
$48.6K - $60.4K
|
896
$53.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
680New |
$36.9K - $45.8K
|
680
$40.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
360New |
$19.5K - $24.3K
|
360
$21.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
235New |
$12.8K - $15.8K
|
235
$14.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
191New |
$10.4K - $12.9K
|
191
$11.5K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
182+ 82.73% |
$9.88K - $12.3K
|
402
$24.2K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
142+ 3.52% |
$7.71K - $9.57K
|
4.18K
$251K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
105New |
$5.7K - $7.07K
|
105
$6.31K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
75+ 2.03% |
$4.07K - $5.05K
|
3.77K
$227K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55New |
$2.99K - $3.71K
|
55
$3.31K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$1.63K - $2.02K
|
30
$1.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
27New |
$1.47K - $1.82K
|
27
$1.62K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 2.0% |
$1.03K - $1.28K
|
967
$58.1K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
55.4KNew |
$3.38M - $4.08M
|
55.4K
$3.33M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.81KNew |
$355K - $428K
|
5.81K
$349K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.44KNew |
$271K - $327K
|
4.44K
$267K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
773New |
$47.2K - $56.9K
|
773
$46.5K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280+ 3.91% |
$17.1K - $20.6K
|
7.44K
$447K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
264New |
$16.1K - $19.4K
|
264
$15.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
222+ 12.18% |
$13.5K - $16.4K
|
2.05K
$123K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
103New |
$6.28K - $7.59K
|
103
$6.19K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59+ 4.88% |
$3.6K - $4.35K
|
1.27K
$76.2K
|
|